+33.1%
URI vs WEC
+7.6%
+25.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.1% | +5.8% | +6.5% |
| 7D | -4.0% | +0.2% | -4.2% | -4.1% |
| 30D | +6.8% | +12.9% | -6.1% | +2.1% |
| 3M | -2.8% | +9.8% | -12.6% | -6.2% |
| 6M | +20.9% | +6.7% | +14.1% | +17.8% |
| YTD | +40.2% | +14.0% | +26.3% | +39.5% |
| All | +33.1% | +7.6% | +25.5% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling